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RETIREMENT PLAN ELECTION FORM FOR HR USE ONLY: Rec d: DOH: Effective: Initials: Processed: STEP 1: PERSONAL INFORMATION Name AU ID # Department Work Ext. Age: under 24 I am: faculty Paid: 24 49 bi-weekly
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How to fill out retirement plan election form

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Point by point guide on how to fill out a retirement plan election form:

01
Begin by obtaining the retirement plan election form from your employer or retirement plan provider. This form is typically used when you are newly eligible to participate in a retirement plan or when you want to make changes to your existing retirement plan.
02
Read the instructions carefully before filling out the form. The instructions will provide important information about the sections you need to complete and any specific requirements or deadlines.
03
Start by providing your personal information, such as your full name, social security number, and contact details. Make sure to double-check the accuracy of this information.
04
Indicate the type of retirement plan you are selecting or the changes you want to make. This may include choosing between a traditional 401(k) or a Roth 401(k), selecting your contribution rate, or making amendments to your investment options.
05
If applicable, indicate your desired beneficiary designation. This is important as it determines who will receive your retirement account balance in the event of your death. Provide the full names and relationship details for each beneficiary.
06
Review the investment options available within the retirement plan. Depending on the type of plan, you may have several investment options to choose from. Consider your risk tolerance and investment goals while selecting the appropriate funds.
07
If you have any specific questions or concerns regarding the form or your retirement plan options, reach out to your employer's HR department or the retirement plan provider. They will be able to provide you with guidance and address any queries you may have.

Who needs a retirement plan election form?

01
Individuals who are newly eligible to participate in a retirement plan offered by their employer. This form allows them to choose their contribution rate, investment options, and beneficiary designations.
02
Employees who wish to make changes to their existing retirement plan. This includes adjusting contribution rates, switching investment options, or updating beneficiary information.
03
Individuals who have experienced a life event, such as getting married, having a child, or experiencing a divorce. These events may necessitate changes to the retirement plan, and the election form allows for such modifications.
Overall, the retirement plan election form serves as a vital tool for individuals to actively participate in their retirement savings and ensure their financial security for the future.
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The retirement plan election form is a document that allows individuals to choose the type of retirement plan they wish to enroll in.
Employees who are eligible to participate in an employer-sponsored retirement plan are required to file a retirement plan election form.
To fill out a retirement plan election form, individuals need to provide their personal information, select their desired retirement plan options, and sign the form.
The purpose of the retirement plan election form is to allow employees to make informed decisions about their retirement savings and benefits.
Information such as personal details, selected retirement plan options, beneficiary information, and signature must be reported on the retirement plan election form.
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